Summit Financial’s Southern Company SO Stock Holding History

Summit Financial’s Portfolio SO Stock Details SO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$7.94M	Buy
2025 Q1	$7.38M	Buy
2024 Q4	$4.75M	Buy
2024 Q3	$4.62M	Buy
2024 Q2	$3.96M	Buy
2024 Q1	$1.29M	Buy